Perennial Investment Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Perennial Investment Advisors’s Portfolio DFUV Stock Details DFUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$239K	Hold	4,351	–	–	0.02%	504
2026 Q1	$211K	Hold	4,351	–	–	0.02%	470
2025 Q4	$203K	Buy	+4,351	New	+$197K	0.02%	470
2025 Q2	–	Sell	-5,965	Closed	-$246K	–	480
2025 Q1	$246K	Hold	5,965	–	–	0.03%	362
2024 Q4	$244K	Hold	5,965	–	–	0.03%	347
2024 Q3	$249K	Hold	5,965	–	–	0.03%	323
2024 Q2	$234K	Hold	5,965	–	–	0.03%	322
2024 Q1	$244K	Hold	5,965	–	–	0.04%	285
2023 Q4	$222K	Sell	5,965 -143	-2%	-$4.92K	0.04%	297
2023 Q3	$208K	Hold	6,108	–	–	0.04%	302
2023 Q2	$211K	Hold	6,108	–	–	0.04%	310
2023 Q1	$204K	Hold	6,108	–	–	0.04%	311
2022 Q4	$204K	Buy	+6,108	New	+$203K	0.08%	202

Other funds holding DFUV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

Perennial Investment Advisors's DFUV Position: Q2 2026 in Review

Perennial Investment Advisors held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 4,351 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #504.

Perennial Investment Advisors first reported a position in DFUV in Q4 2022 and has held it in 13 quarters since. The position peaked at $249K in Q3 2024. 797 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Perennial Investment Advisors held 4,351 shares of Dimensional US Marketwide Value ETF worth $239K as of Q2 2026.
Perennial Investment Advisors left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #504 holding.
Perennial Investment Advisors first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 13 quarters since.
Perennial Investment Advisors's Dimensional US Marketwide Value ETF position peaked at $249K in Q3 2024.
797 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.